2013 Top Advisor Rankings: New Mexico

Ranked #1: John Moore ♦ Last year, Moore, 63, started encouraging all of his clients to add a new element to their financial plan--charity. "It's counterintuitive for someone who's paid on asset value to suggest giving money away," says Moore, a retired Air Force pilot who was "the money guy" in his squadron. Yet, clients have been overwhelmingly receptive, and Moore has won new business because of his insights about giving. Moore recommends a deliberate approach. Rather than simply write a check, he says, investors should transfer appreciated stock to donor-advised funds. Doing so avoids capital gains, gives investors a deduction for the value of the securities, and lets them distribute funds at their leisure. "Studies have shown that people with a plan will give away 30% more than they would without one," adds Moore. Indeed, last year his clients collectively gave more than $1 million to local and national charities. --SARAH MAX